Historic Growth Underperformance Reveals Underlying Rotation
Abstract: July was the worst calendar month for Russell 3000 growth relative to its value…
Insights & News
Market Monitor August 2026
Economic Growth Still Steady, Carried by Investment. Tariffs are Back. The build-out of artificial intelligence…
July Top Takes
Chart of the Month: Economy is Coasting, But Inflation Remains a Thorn in the Market’s…
Gina Martin Adams on What Could Drive Apple’s Next Growth Phase
Chief Market Strategist Gina Martin Adams joined Fox Business’ The Claman Countdown to discuss the…
Week Ending July 31, 2026, Market Recap
The S&P 500’s earnings season is in full swing, and though companies are broadly and handily beating expectations, the Magnificent 7 results are stealing the show. So far, the S&P 500 is on track for a 29% earnings advance year-over-year (versus estimates for a 23.2% rise).
US Stocks Remain Captive to Continuously Evolving AI Theme
Abstract: The on-again off-again war between the US and Iran, rising bond yields in the…
Before the Offer: Wealth Planning Steps to Consider Before Selling Your Business
For many business owners, years are spent preparing the business for a future transaction. Financial…
Rising Real Yields Suggest Stocks May Have a Rocky Road Ahead
Bond markets are throwing cold water on the outlook for stocks. Real yields (10-year Treasury…
Sector Model Rides 2026’s Winners – Energy, Tech and Materials
Abstract: It’s too early to give up on year-to-date sector winners in large caps, according…
Emerging Markets Still Have Hefty Discount, But Face Concentration Challenge
Abstract: AI is Powering Up Emerging Market Index Returns But Leaving Most Stocks Behind Emerging…
Kyle Glenn at Wealth Management EDGE
COO Kyle Glenn spoke on a panel at this year’s Wealth Management EDGE about shared…
Week Ending July 24, 2026, Market Recap
It’s proving to be yet another earnings season where hyperscaler spending plans are under the microscope as investor expectations are sky-high. But the difference in 2Q is that the major players that reported thus far are beginning to burn cash, inviting questions about the sustainability of future spending and exacerbating valuation concerns.